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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-07-24
MN RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • WI RA
    APPROVED
    Since 2025-07-24
  • MN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

8342 3Rd Street N, Oakdale, MN 55128-5439 • United States

River Falls, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Saint Mary's University Winona MN 08/2021 05/2022
The Broadmoor Golf Club Colorado Springs CO 04/2021 08/2021
Saint Mary's University Winona MN 08/2020 04/2021
Full Time Student/ Unemployed Winona MN 08/2018 08/2020
Bestway Disposal Colorado Springs CO 03/2016 08/2018
High School Student Unemployed Colorado Springs CO 08/2012 08/2018
Fidelity Investments Oakdale MN 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 05/2022
    Saint Mary's University
    Winona, MN
  • 04/2021 → 08/2021
    The Broadmoor Golf Club
    Colorado Springs, CO
  • 08/2020 → 04/2021
    Saint Mary's University
    Winona, MN
  • 08/2018 → 08/2020
    Full Time Student/ Unemployed
    Winona, MN
  • 03/2016 → 08/2018
    Bestway Disposal
    Colorado Springs, CO
  • 08/2012 → 08/2018
    High School Student Unemployed
    Colorado Springs, CO
  • 07/2022 → Present
    Fidelity Investments
    Oakdale, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Oakdale, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-06
  • S66 Uniform Combined State Law Examination
    2022-12-06
Other Names
  • Trevor James Paradise
  • Trevor Paradise

View on SEC IAPD

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